Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
+$174M |
| 2 |
DuPont de Nemours
DD
|
+$135M |
| 3 |
Healthpeak Properties
DOC
|
+$98.5M |
| 4 |
Gartner
IT
|
+$95.1M |
| 5 |
Air Products & Chemicals
APD
|
+$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
+$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$165M |
| 3 |
JPMorgan Chase
JPM
|
+$118M |
| 4 |
Willis Towers Watson
WTW
|
+$112M |
| 5 |
Welltower
WELL
|
+$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Huntington Bancshares
HBAN
$25.9B
| $23.7M | 0.02% |
1,695,269
+2,319
| +0.1% | +$32.4K |
|
677
Hershey
HSY
$38B
| $23.6M | 0.02% |
216,561
-6,339
| -3% | -$692K |
|
678
United Airlines
UAL
$34.9B
| $23.6M | 0.02% |
387,977
-128,083
| -25% | -$7.8M |
|
|
LVLT
679
DELISTED
Level 3 Communications Inc
LVLT
| $23.5M | 0.02% |
441,752
-12,984
| -3% | -$692K |
|
680
Kellanova
K
$27.6B
| $23.4M | 0.02% |
399,774
-21,077
| -5% | -$1.23M |
|
681
Manhattan Associates
MANH
$13.3B
| $23.4M | 0.02% |
562,078
-1,189
| -0.2% | -$49.4K |
|
682
Moelis & Co
MC
$5.37B
| $23.3M | 0.02% |
540,992
+48,702
| +10% | +$2.1M |
|
683
ProAssurance
PRA
$1.22B
| $23.3M | 0.02% |
426,134
-9,275
| -2% | -$507K |
|
684
Community Bank
CBU
$3.18B
| $23.3M | 0.02% |
421,316
+6,095
| +1% | +$337K |
|
685
FirstCash
FCFS
$6.56B
| $23.3M | 0.02% |
368,547
-8,513
| -2% | -$538K |
|
686
RenaissanceRe
RNR
$11.3B
| $23.3M | 0.02% |
172,091
-1,853
| -1% | -$250K |
|
687
AB InBev
BUD
$116B
| $23.2M | 0.02% |
194,646
-129,966
| -40% | -$15.5M |
|
688
Neogen
NEOG
$1.23B
| $23.2M | 0.02% |
799,176
-7,013
| -0.9% | -$204K |
|
689
Baker Hughes
BKR
$45B
| $23.2M | 0.02% |
+633,606
| New | +$23.2M |
|
690
Trinseo
TSE
$86.3M
| $23.2M | 0.02% |
345,518
-63,395
| -16% | -$4.25M |
|
691
Fortinet
FTNT
$61.6B
| $23.2M | 0.02% |
3,232,295
+33,760
| +1% | +$242K |
|
|
STL
692
DELISTED
Sterling Bancorp
STL
| $23.2M | 0.02% |
939,818
-114,618
| -11% | -$2.83M |
|
|
USCR
693
DELISTED
U S Concrete, Inc.
USCR
| $23.1M | 0.02% |
302,403
-6,796
| -2% | -$519K |
|
694
Sanmina
SANM
$6.34B
| $23M | 0.02% |
619,638
-6,842
| -1% | -$254K |
|
695
LCI Industries
LCII
$2.55B
| $23M | 0.02% |
198,463
-1,954
| -1% | -$226K |
|
696
Columbia Banking Systems
COLB
$8.06B
| $22.9M | 0.02% |
544,854
-970
| -0.2% | -$40.8K |
|
|
CONE
697
DELISTED
CyrusOne Inc Common Stock
CONE
| $22.9M | 0.02% |
388,341
+63,062
| +19% | +$3.72M |
|
698
ICU Medical
ICUI
$3.22B
| $22.8M | 0.02% |
122,845
-180,307
| -59% | -$33.5M |
|
699
Planet Fitness
PLNT
$8.75B
| $22.8M | 0.02% |
844,472
-6,659
| -0.8% | -$180K |
|
700
COPT Defense Properties
CDP
$3.44B
| $22.7M | 0.02% |
692,696
-310,026
| -31% | -$10.2M |
|